See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $37,543 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,019 | $53,911-62.9% | $130,648-84.7% | $77,787-74.3% |
| Participation rate | 75.0% | 60.2%+14.7pp | 71.7%+3.2pp | 73.2%+1.7pp |
| Annual return | 21.55% | 21.93%-0.4pp | 1708.96%-1687.4pp | 32.57%-11.0pp |
| Employer contribution / active EE | $1,226 | $1,826-32.8% | $4,092-70.0% | $2,504-51.0% |
| Participant deferral / active EE | $1,526 | $2,288-33.3% | $3,603-57.7% | $3,967-61.5% |
| Admin fee / account holder | $24 | $129-81.7% | $5,464-99.6% | $100-76.5% |